Santa Clara California Investment Management Agreement between Fund, Asia Management and NICAM

• Category: Corporations - Public - Investment Companies and Real Estate Investment Trusts (REIT)
• State: Multi-State
• County: Santa Clara
• Control #: US-CC-11-121
• Format: Word; Rich Text

Description

This is an Investment Management Agreement, to be used across the United States. An Investment Management Agreement increases the fee to be paid by a mutual fund, to the investment manager. Santa Clara California Investment Management Agreement is a legally binding contract between a Fund, Asia Management (AM), and the North American Investment Corporation (CICAM). This agreement outlines the terms and conditions under which CICAM provides investment management services to the Fund, based in Santa Clara, California. It establishes the roles, responsibilities, and expectations of all parties involved. The primary purpose of the Investment Management Agreement is to ensure effective management and prudent investment of the Fund's assets by CICAM. The agreement encompasses a comprehensive set of provisions that cover various aspects of the working relationship between the Fund, AM, and CICAM. It aims to protect the interests of all parties involved and promote transparent and accountable investment practices. The agreement includes provisions related to the investment objectives and strategies, risk tolerance, and restrictions of the Fund. It outlines the services to be provided by CICAM, which may include investment research, portfolio management, asset allocation, and risk management. The agreement also sets out the procedures for evaluating the performance of investments, reporting requirements, and fee structure. Furthermore, the Santa Clara California Investment Management Agreement may encompass different types of agreements depending on the nature and goals of the Fund. Some common variations of this agreement could include: 1. Equity Investment Management Agreement: This type of agreement focuses on the management of equity investments within the Fund's portfolio. It outlines strategies and guidelines specifically tailored for equity-based investment activities. 2. Fixed Income Investment Management Agreement: This agreement specifically addresses the management of fixed-income securities in the Fund's portfolio. It may include provisions related to bond selection, interest rate risk management, and credit quality assessment. 3. Alternative Investment Management Agreement: This type of agreement is relevant when the Fund intends to invest in alternative asset classes like private equity, hedge funds, or real estate. It includes provisions specific to these alternative investments, such as due diligence, valuation, and liquidity considerations. 4. Balanced Investment Management Agreement: In cases where the Fund seeks a diversified portfolio comprising a mix of equity, fixed income, and alternative investments, the Balanced Investment Management Agreement is utilized. It covers strategies and guidelines for managing each asset class to achieve the Fund's objectives. In conclusion, the Santa Clara California Investment Management Agreement between Fund, Asia Management, and CICAM is a critical document that governs the relationship and responsibilities of all parties involved. It ensures the effective management of the Fund's assets while protecting the interests of the Fund and its investors. The agreement may vary in type depending on the investment focus, such as equity, fixed income, alternative investments, or a balanced portfolio.

Santa Clara California Investment Management Agreement is a legally binding contract between a Fund, Asia Management (AM), and the North American Investment Corporation (CICAM). This agreement outlines the terms and conditions under which CICAM provides investment management services to the Fund, based in Santa Clara, California. It establishes the roles, responsibilities, and expectations of all parties involved. The primary purpose of the Investment Management Agreement is to ensure effective management and prudent investment of the Fund's assets by CICAM. The agreement encompasses a comprehensive set of provisions that cover various aspects of the working relationship between the Fund, AM, and CICAM. It aims to protect the interests of all parties involved and promote transparent and accountable investment practices. The agreement includes provisions related to the investment objectives and strategies, risk tolerance, and restrictions of the Fund. It outlines the services to be provided by CICAM, which may include investment research, portfolio management, asset allocation, and risk management. The agreement also sets out the procedures for evaluating the performance of investments, reporting requirements, and fee structure. Furthermore, the Santa Clara California Investment Management Agreement may encompass different types of agreements depending on the nature and goals of the Fund. Some common variations of this agreement could include: 1. Equity Investment Management Agreement: This type of agreement focuses on the management of equity investments within the Fund's portfolio. It outlines strategies and guidelines specifically tailored for equity-based investment activities. 2. Fixed Income Investment Management Agreement: This agreement specifically addresses the management of fixed-income securities in the Fund's portfolio. It may include provisions related to bond selection, interest rate risk management, and credit quality assessment. 3. Alternative Investment Management Agreement: This type of agreement is relevant when the Fund intends to invest in alternative asset classes like private equity, hedge funds, or real estate. It includes provisions specific to these alternative investments, such as due diligence, valuation, and liquidity considerations. 4. Balanced Investment Management Agreement: In cases where the Fund seeks a diversified portfolio comprising a mix of equity, fixed income, and alternative investments, the Balanced Investment Management Agreement is utilized. It covers strategies and guidelines for managing each asset class to achieve the Fund's objectives. In conclusion, the Santa Clara California Investment Management Agreement between Fund, Asia Management, and CICAM is a critical document that governs the relationship and responsibilities of all parties involved. It ensures the effective management of the Fund's assets while protecting the interests of the Fund and its investors. The agreement may vary in type depending on the investment focus, such as equity, fixed income, alternative investments, or a balanced portfolio.